Melissa Ellis

Melissa is a Certified Financial Planner and has worked in the financial services industry for over six years. She is dedicated to helping individuals, families and corporations reach their financial goals in a jargon free, friendly environment. She takes pride in helping her clients achieve financial peace of mind and focuses on building long term, trusting relationships with them as their advisor. During the advice process, Melissa prioritises to make time to explain her advice and ensures her clients understand how her recommendations support their financial objectives and future life goals.

Melissa has taken additional qualifications to become a Long-Term Care planning specialist, helping families going through an emotional time and navigate the complex area of care planning. She has also taken a key role in helping individuals, who are going through divorce, understand the changes in their financial circumstances and tailors a new strategy designed to fulfil their new chapter in life.

Outside of work, Melissa enjoys spending time with her family, exploring Europe and working towards her next career goal, Chartered status.